DFX Intelligence
Advisor moves
Departures from Chartered Wealth Partners, LPWhat a move isA move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm.This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
1 move
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Joseph Winn | Chartered Wealth Partners, LP no RAUM | Validus Capital LLC independent RIA | Other | Apr 20, 2026 | Sep 23, 2026 (156 d) |
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